Are you ready to make a significant impact in the world of trading services? At JPMorganChase, we offer an exciting opportunity for career growth and development as a Trading Services Manager. Join us to leverage your skills in automation and data analysis and be part of a team that values innovation and continuous improvement.
As a Trading Services Manager within JPMorganChase, you will be a key player in our team, leveraging your deep knowledge of trade activities, portfolio management and market products. You will interpret customer needs and identifying trends to generate innovative solutions. You will be responsible for end-to-end trade processing and driving continuous improvement in our operating platform. Your advanced understanding of wealth management technologies and data literacy will be crucial in optimizing our systems and making data-driven decisions. As a recognized expert in your field, you will use your strong presentation skills and influence to communicate insights, manage internal stakeholders, and lead by example. Your work will have a wide-ranging impact on our operations, financial management, and service delivery, contributing to the overall success of our firm.
Job responsibilities
Oversee the end-to-end trade life cycle, ensuring accurate order entry, trade execution with operational policies and procedures.Utilize advanced knowledge of wealth management and market products to identify trends and potential risks.Implement wealth management technologies and data analysis techniques to optimize trading & portfolio management systems, enhance efficiency, and inform strategic decisions. Engage with internal stakeholders, leveraging strong presentation skills to communicate insights, drive change, and align operations with the firm's strategic objectives.Required qualifications, capabilities, and skills
7+ years of experience or equivalent expertise in trading services, specifically in order generation, trade execution and portfolio management.Demonstrated advanced skills in using wealth management technologies to optimize trading systems and portfolio management processes.Advanced knowledge of market products, including their definitions, operating procedures, and relevant industry regulations.Focus on fostering continuous improvement and innovation. Knowledgeable in Product Development Lifecycle and API technology.Expertise in data analysis techniques, with the ability to communicate data-driven insights effectively to inform strategic decisions to senior management and stakeholders. Expertise to create presentations across various levels. Ability to deliver in person & virtual training. Business-oriented with expertise in brokerage/wealth management, portfolio management, and trading processes.Skilled in understanding Financial Advisor workflows, translating functional knowledge, and developing training materials.Proficient with platforms like Charles River Development (CRD), Vestmark, Envestnet, Advent Moxy, FolioDynamix, and Bloomberg.Excellent communicator, engaging effectively with business users, operations, and tech partners; detail-oriented and adept at multi-tasking.Self-confident and proactive, skilled in building trust and alliances, working in cross-functional teams, and upholding high standards of integrity.Preferred qualifications, capabilities, and skills
Skilled in leveraging digital literacy to adopt and integrate innovative wealth management technologies, enhancing trade services, portfolio management and operational efficiency.Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.